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PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
2551
Unify Financial Advisors
Florida
$421K +$431K +2,933 New
SIG
2552
Spinnaker Investment Group
California
$421K +$5K +34 +1%
FA
2553
Faithward Advisors
Pennsylvania
$420K -$35.1K -239 -8%
AWP
2554
Ascent Wealth Partners
New York
$420K -$588 -4 -0.1%
LHP
2555
Lexington Hill Partners
Texas
$420K +$430K +2,924 New
GTAM
2556
Global Trust Asset Management
Florida
$418K -$201K -1,369 -32%
PWA
2557
Pitcairn Wealth Advisors
Pennsylvania
$418K +$428K +2,912 New
ACM
2558
Aljian Capital Management
Nevada
$418K -$27.2K -185 -6%
1WM
2559
1900 Wealth Management
Texas
$418K +$84.5K +575 +25%
LOWM
2560
Laurel Oak Wealth Management
New Jersey
$417K +$427K +2,908 New
GAM
2561
GEM Asset Management
Michigan
$417K +$441 +3 +0.1%
CA
2562
Continuum Advisory
Idaho
$417K +$18.7K +127 +5%
HCM
2563
Hutchinson Capital Management
California
$417K +$735 +5 +0.2%
KC
2564
Knuff & Co
California
$416K -$103K -700 -19%
FFC
2565
First Financial Corp
Indiana
$416K -$12K -82 -3%
MW
2566
Maia Wealth
Colorado
$416K +$58.2K +396 +19%
FNBOMD
2567
First National Bank of Mount Dora
Florida
$414K -$38.2K -260 -8%
EMB
2568
Elefante Mark B
$413K -$6.61K -45 -2%
OPW
2569
Oxler Private Wealth
New York
$412K -$58.9K -401 -12%
BCA
2570
Bay Capital Advisors
Virginia
$411K -$8.67K -59 -2%
PTC
2571
Philadelphia Trust Company
Pennsylvania
$411K – – –
CP
2572
Creekside Partners
California
$411K -$19.7K -134 -4%
BI
2573
Bolthouse Investments
California
$411K – – –
AA
2574
Altrafin AG
$410K – – –
RC
2575
Rexford Capital
Texas
$409K +$55.8K +380 +15%
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103
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